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Edward M. Kwiatkowski

@Truist Financial Corp

Latest period2024 - Q3ReportedManaged Assets$63.81BTotal holdings2483
Assets growth rate-2.95%Assets growth rate (2-Q avg)-1.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Truist Financial Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2483 positions.

Assets under management

The assets under management (AUM) of Truist Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 63.81B in assets, with a quarterly growth rate of -2.95% and a 2-quarter average growth rate of -1.69%. The portfolio is managed by Edward M. Kwiatkowski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACNAccenture Plc Ireland
Recent Activity
Decreased -16.58%
0.19%
$120.505M
340,911 shares@ $353.48 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -3.5%
0.19%
$120.376M
938,967 shares@ $128.2 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -55.74%
0.19%
$119.403M
1.842M shares@ $64.81 avg price
VBVanguard Index Fds
Recent Activity
Decreased -1.38%
0.19%
$116.801M
492,394 shares@ $237.21 avg price
TAt&t Inc
Recent Activity
Decreased -1.99%
0.18%
$111.637M
5.074M shares@ $22.01 avg price
IVWIshares Tr
Recent Activity
Decreased -3.7%
0.18%
$110.482M
1.154M shares@ $95.75 avg price
DHRDanaher Corporation
Recent Activity
Decreased -21.85%
0.18%
$109.107M
392,442 shares@ $278.03 avg price
CRMSalesforce Inc
Recent Activity
Decreased -3.36%
0.18%
$108.509M
396,438 shares@ $273.72 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -15.29%
0.17%
$108.281M
2.035M shares@ $53.22 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.45%
0.17%
$105.868M
1.252M shares@ $84.54 avg price